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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,688 | $123,412+17.2% | $69,460+108.3% | $145,978-0.9% |
| Participation rate | 63.6% | 69.2%-5.6pp | 66.4%-2.8pp | 80.3%-16.7pp |
| Annual return | 14.36% | 191.25%-176.9pp | 100.80%-86.4pp | 550.52%-536.2pp |
| Employer contribution / active EE | $0 | $2,684-100.0% | $1,714-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $0 | $4,240-100.0% | $2,890-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $7,816-100.0% | $4,695-100.0% | $13,400-100.0% |